See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,602 | $59,417+193.9% | $93,606+86.5% | $74,495+134.4% |
| Participation rate | 22.9% | 59.7%-36.8pp | 68.7%-45.9pp | 67.2%-44.3pp |
| Annual return | 14.57% | 81.83%-67.3pp | 133.20%-118.6pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $478 | $1,264-62.2% | $2,420-80.3% | $2,623-81.8% |
| Participant deferral / active EE | $2,288 | $3,050-25.0% | $4,411-48.1% | $4,346-47.4% |
| Admin fee / account holder | $4,142 | $3,021+37.1% | $8,285-50.0% | $1,942+113.3% |